Health Insurance Intermediary Permits (HIIP) Permitted Health Insurance Representative (PHIR) Registration August 2014 Hierarchy Insurance companies HIP Direct sales force (salary/comm/both) HIIP Intermediary advisory staff (salary/bonus) Agents PHIR Companies Brokers Individual advisers (salary/comm/both) Insurance consultants Individual advisers (salary) Banks Individual advisers (salary/comm/both) Individual advisers (salary/comm/both) Application Process Suggested registration process 1. DHA to request insurance companies to submit a list of all their related intermediaries. • Excel sheet format with a restricted template. (including contact information) • Template to be sent to an email administered by DHA. • No. We will be writing to all intermediaries to advise they must register their company and their individual sales staff 2. DHA to filter and clean up the list of intermediaries and share with DHC. No. The list of intermediaries will be supplied by Federal Insurance Authority, not GDRFA. You will receive this list. • In accordance with the company list shared by the GDRFA. No. 3. DHC to generate IDs for the intermediaries and plug them into the eClaimLink system. 4. DHA to send an email to all intermediaries to register on the system. 5. Intermediaries to log into eClaims and register their details as requested. 6. DHA to approve the registered intermediaries through the eClaims Portal. 7. DHA to advise insurance companies to log-in and select their intermediaries. No. This is not required. 8. Insurance companies to enter and select their intermediaries. No. This is not required 9. DHA to request Insurance companies and intermediaries to register their individual sales teams. • Through the eClaims portal form. 10. DHA to review and approve individual sales teams. 11. DHC to generate IDs for the individual sales teams. 12. DHC to publish Intermediary and individual sales teams IDs on the ISAHD and eClaims websites HIIP Form Field Requirements No. Field Name Field Type Mandatory Comments 1 Name of Company Drop Down list All are mandatory From GDRFA From FIA 2 Type of Business Drop Down list: Agent, Broker … 3 Main Office Physical Address Free Text 4 PO Box Free Text 5 Full Name (DHA SPOC) Free Text 6 Mobile # (DHA SPOC) Free Text 7 Email (DHA SPOC) 8 Copy of Trade License Attachment PDF 9 Copy of Federal Insurance Authority license (brokers, agents and consultants only) Attachment PDF 10 Total number of insured members (including dependents) (at date of application) Number 11 Total number of employees (at date of application) Number 12 Total number of employees engaged in health insurance activity (at date of application) Number 13 Total number of employees engaged in advising upon or selling health insurance products (at date of application) Number DHA to provide the list Is this the full name It says full name. Split between first name and family name File format (Pdf) HIIP Form Field Requirements No. Field Name 14 Copy of electronic record of the names, qualifications and relevant experience of all staff who sell or advise upon health insurance products (at date of application) 15 Copy of Training and Competence scheme (or explanation if not available) 16 Copy of Complaints Handling Procedure (or explanation if not available) 17 Copy of complaints log for 2012 and 2013 (or explanation if not available) 18 Copy of Code of Conduct for Permitted Health Insurance Representatives advising upon or selling health insurance products (or explanation if not available) 19 Copy of policy relating to data protection and client confidentiality 20 List of all insurance companies with whom there is an arrangement to sell health insurance products Field Type Mandatory Comments PHIR Form Field Requirements No. Field Name Field Description Mandatory Comments 1 First Name Free Text 2 Family Name Free Text 3 Date of Birth Calendar 4 Passport and Visa copy PDF attachment 5 Emirates ID Pattern 6 Name of Intermediary company Drop Down List Based on the GDRFA FIA list 7 Basis of Remuneration Checkbox: Commission, Salary, Fee Add description: Description not required. Allow to check more than one box 8 Mobile # Pattern 9 Email Pattern 10 Companies of relevant qualifications certificates Insurance, Actuarial or medical qualifications only. ?? Need further clarification. Pdf copies of certificates described 11 Copy of recent passport photograph Attachment Use one format for points 11 and point 3. Is this a duplicate point? Point 3 is DOB, point 11 is a photograph Assumptions Governing the registration and management process 1. HIIP\PHIR Registry will be used to collect user details only in phase 1. 1. The system will not include licensing components: ie: license period tracking. alerting, blocking … Etc. 2. DHA team will manage the communication, training, and application support for HIIP and PHIR registries. 3. DHC team will manage the technical support for the registry system.